Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
426
MML Investors Services
Massachusetts
$217K +$202K +773 New
SF
427
Synovus Financial
Georgia
$216K -$12.3K -47 -6%
AIM
428
Axiom Investment Management
New York
$215K +$200K +764 New
EWA
429
Exencial Wealth Advisors
Oklahoma
$215K +$200K +765 New
TIS
430
Tortoise Index Solutions
Kansas
$211K -$6.28K -24 -3%
GLA
431
Great Lakes Advisors
Illinois
$211K +$197K +751 New
Acadian Asset Management
432
Acadian Asset Management
Massachusetts
$211K +$197K +752 New
CAPTRUST Financial Advisors
433
CAPTRUST Financial Advisors
North Carolina
$207K -$15.2K -58 -7%
AssetMark Inc
434
AssetMark Inc
California
$175K -$89.5K -342 -35%
HFM
435
Harvest Fund Management
China
$174K +$163K +621 New
CL
436
CSS LLC
Illinois
$140K +$131K +500 New
BCI
437
Brinker Capital Investments
Pennsylvania
$106K +$40.8K +156 +70%
AF
438
Advisornet Financial
Minnesota
$80K – – –
PFO
439
Pathstone Family Office
New Jersey
$78K – – –
GLI
440
Guardian Life Insurance
New York
$69K – – –
CBOA
441
Commonwealth Bank of Australia
Australia
$64K +$15.2K +58 +33%
FPFS
442
First Personal Financial Services
North Carolina
$62K +$3.93K +15 +7%
PCP
443
Proficio Capital Partners
Massachusetts
$62K +$24.3K +93 +72%
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$60K +$22K +84 +65%
IWA
445
IBEX Wealth Advisors
New Jersey
$60K +$56.8K +217 New
CIA
446
CSat Investment Advisory
Michigan
$59K +$38.2K +146 +225%
SPIA
447
Steward Partners Investment Advisory
New York
$56K +$52.4K +200 New
PMFA
448
Plante Moran Financial Advisors
Michigan
$54K – – –
Bessemer Group
449
Bessemer Group
New Jersey
$53K -$23K -88 -32%
QCG
450
Quadrant Capital Group
Ohio
$50K – – –